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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $5,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,341 | $72,492-95.4% | $87,102-96.2% | $72,983-95.4% |
| Participation rate | 60.2% | 72.8%-12.6pp | 76.9%-16.6pp | 69.5%-9.3pp |
| Annual return | 21.10% | 24.46%-3.4pp | 28.19%-7.1pp | 81.01%-59.9pp |
| Employer contribution / active EE | $511 | $1,894-73.0% | $2,521-79.7% | $2,440-79.1% |
| Participant deferral / active EE | $500 | $3,270-84.7% | $4,048-87.6% | $3,608-86.1% |
| Admin fee / account holder | $27 | $5,055-99.5% | $7,491-99.6% | $5,124-99.5% |